Milestone Wealth

Milestone Wealth - Mortgage Advice Leicester | Mortgage118

Team Members

Meet our experienced team of mortgage professionals

Charlotte Harris

Mortgage Adviser

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Daniel Evans

Protection Specialist

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About Milestone Wealth

At Milestone Wealth, I focus on helping first-time buyers navigate the often daunting journey of purchasing their first home. Being based in Leicester, I understand the local housing market and the unique challenges that aspiring homeowners face in the East Midlands. My mission is to provide clear, insightful guidance tailored specifically to your needs, ensuring you feel informed and confident every step of the way. When you decide to work with me, I take a detailed approach to understanding your financial situation and homeownership goals. I begin with a comprehensive assessment of your circumstances, which allows me to identify the most suitable mortgage products available in the market. This initial conversation is crucial; it sets the foundation for a process that is straightforward and efficient, helping you to grasp the various options at your disposal. I pride myself on being transparent throughout the mortgage application process. Communication is key, and I ensure that you are kept up to date with every development. Whether it’s explaining the intricacies of mortgage types, discussing deposit requirements, or advising on affordability assessments, I break down complex information into manageable parts. This way, you won’t feel overwhelmed, and you’ll have a clear view of what’s required at each stage. In addition to first-time buyers, I assist clients with other residential mortgage needs. Whether you're looking to remortgage or move up the property ladder, my insights into the local market trends can help you make informed decisions. I also work closely with estate agents and solicitors, ensuring that all parties are aligned and that the process moves smoothly. At Milestone Wealth, I believe that buying a home should be an exciting milestone rather than a stressful experience. My goal is to empower you with knowledge, so you can make informed choices that align with your financial aspirations.

Specialisations

No specialisations listed.

Languages Spoken

🇬🇧English

Reviews & Ratings

Google

5(30 reviews)

Richard Stones

9 Jun 2025

Switched from another advisor to Miles / Milestone Wealth primarily for pension planning, and very pleased I did. Pleasant to deal with, responsive, keeps us up to date and very thorough. Made some excellent recommendations both for my pension, which was the original focus, but also on the wider way to best manage our finances. Recommended.

Neil Watson

13 Dec 2024

I met up with Miles for a free initial consultation to look at my retirement position. Miles was very thorough and made the process very easy to follow. He was very generous with his time. Using financial planning software he was able to show me my retirement options and gave me the confidence I needed to start my retirement (a lot earlier than I had thought). I highly recommend you use Milestone for you financial planning for retirement.

Sue Vickers

17 Jul 2024

I was recommended to Miles, by a close friend, as I had reached a crossroads in my life and needed some expert financial planning advice to help me see the way forward! Gosh, I had no idea what clarity looked like until I had the pleasure of working with Miles. His knowledge, expertise, professionalism was all wrapped up into easy to understand conversations and meetings. I have no hesitation in recommending Miles to you - and his awarded five gold stars are not nearly enough! Thank you Miles for helping me plan the way forward!

richard chrsitian

16 Apr 2024

Can't recommend Miles and Milestone Wealth highly enough. He provided a truly excellent service and definitely exceeded our expectations and has given us a clear understanding of our finances and provided advice and guidance to help us prepare and achieve our retirement goals.

Deborah Lawrance

28 Apr 2022

Having recently retired I needed advise regarding my pensions and investments. Miles was extremely helpful and after a full financial review came up with an investment plan and pension advice to suit my needs.As part of this review we also saved £250.00 per tax year by transferring part of my unused tax allowance to my husband. I would have no hesitation in recommending Miles and would be happy to consult him for any future financial advice.